1y return−24.7%S&P 500 +20.9%
3y return+38.2%S&P 500 +68.5%
5y return−12.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $87 against $188 in the S&P 500.2
Technology Crossover Management VIII, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PAYOPayoneer Global, Inc. | $243.5M | 70.4% | |
| ZZillow Group, Inc. | $86.2M | 24.9% | |
| ZGZillow Group, Inc. | $12.1M | 3.5% | |
| Nerdy, Inc.CUSIP 64081V109 | $3.6M | 1.0% | |
| RENTRent the Runway Inc | $622K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PAYOPayoneer Global, Inc. | June 30, 2021 | −31.3% | $243.5M |
| ZZillow Group, Inc. | June 30, 2020 | −45.3% | $86.2M |
| ZGZillow Group, Inc. | June 30, 2020 | −45.4% | $12.1M |
| RENTRent the Runway Inc | September 30, 2024 | −67.3% | $622K |
| Nerdy, Inc.CUSIP 64081V109 | September 30, 2021 | −90.8% | $3.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.9% | +14.8% |
| March 31, 2026 | −27.3% | −4.6% |
| December 31, 2025 | −9.2% | +2.4% |
| September 30, 2025 | −1.6% | +7.8% |
| June 30, 2025 | −2.1% | +10.5% |
| March 31, 2025 | −19.2% | −4.6% |
| December 31, 2024 | +24.3% | +2.1% |
| September 30, 2024 | +25.1% | +5.4% |
| June 30, 2024 | +13.0% | +4.0% |
| March 31, 2024 | +18.4% | +10.0% |
| December 31, 2023 | +14.5% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +10.2% | +8.3% |
| March 31, 2023 | +36.6% | +7.0% |
| December 31, 2022 | +1.2% | +7.1% |
| September 30, 2022 | +11.1% | −5.3% |
| June 30, 2022 | −37.8% | −16.5% |
| March 31, 2022 | −27.4% | −4.9% |
| December 31, 2021 | −5.5% | +10.7% |
| September 30, 2021 | −12.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Technology Crossover Management VIII, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1626282&type=13F-HR&dateb=&owner=include&count=40CIK 1626282
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1626282/000110465926092683/Filed August 7, 2026 · accession 0001104659-26-092683